Holdings
Focused Dynamic Growth Fund
As of Jul 31, 2026, Focused Dynamic Growth Fund reported 40 positions worth US$1.95B. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 1.82M | US$366M | −26,567 | Jul 31, 2026 |
| Alphabet Inc (google) Class C | 937K | US$338M | −23,561 | Jul 31, 2026 |
| Amazon.com, Inc. | 557K | US$151M | −201K | Jul 31, 2026 |
| Microsoft Corp. | 240K | US$111M | +16,921 | Jul 31, 2026 |
| Tesla, Inc. | 312K | US$97.2M | −15,489 | Jul 31, 2026 |
| Meta Platforms, Inc. | 122K | US$67.8M | +37,925 | Jul 31, 2026 |
| Cadence Design Systems, Inc. | 168K | US$57.1M | −44,315 | Jul 31, 2026 |
| Lam Research Corporation | 185K | US$54.3M | +85,182 | Jul 31, 2026 |
| Ascendis Pharma A/s | 214K | US$52.2M | −41,647 | Jul 31, 2026 |
| Mastercard Incorporated | 86,456 | US$49.5M | −5,356 | Jul 31, 2026 |